Hello everyone,
I tested erpnext now for a while and I am quite happy. However, I came across one problem other users have mentioned before:
As an independent engineer I work on several very small projects hoping to get them bigger once. For regulatory requirements I should handle them as “independent” from each other. Therefore I thought of setting them up as different companies in one self hosted erpnext setup. This keeps maintenance and setup overhead to a minimum. I love it. Its great. However, I am worried that in case one project works out, I cannot migrate this particular company to a new, standalone erpnext instance. Of course I could setup each idea as a standalone instance right away. But that’s causing quite a bit of extra work I would like to avoid.
Other people have mentioned this before:
Is it possible by now? Do I miss something? Could it be considered as a feature request?
Kind regards
Sorry, for some reason I must have accidently deleted this post. I readded it.
Hi,
You can use the workaround. Take the backup and restore on new instance. Now, Delete all transactions for each company except the company you want to keep on new server and subsequently delete the company also you don’t required.
At the end you have a single company with all the work you have done.
Thanks,
Divyesh Mangroliya
Hi @mangroliya,
thank you for you answer. Can you maybe anser:
- What do you mean with “Delete all transactions for each …”? Do you mean manually select alle relevant entries for all doctypes?
- Have you ever done this yourself?
- How long does this take if you have a instance with a couple of 1000 entries? I do use the BOM and Part management quite a bit.
Kind regards and thank you for your time,
Fritz
There is a built-in function for ERPNext. It has a main purpose to allow use of the system in a temporary fashion. It deletes all transactional data for a company. It does not delete Masters like (Customer, Item, Item Price, Addresses, Contacts, etc.)
It deletes Sales Invoices, Sales Orders, financial and stock ledgers, etc. It may also delete Pricing rules and tax rules , so I export those and always run a manual backup before as well (just in case).
https://docs.frappe.io/erpnext/v13/user/manual/en/delete_company_transactions
Hi @volkswagner,
I will have to evaluate it, but it looks pretty much like the tool I am looking for! Great, thank you!
Cheers, Fritz
